1858 Wealth Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

1858 Wealth Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.5M	Buy	+57,004	New	+$5.45M	3.86%	4

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1858 Wealth Management's IEF Position: Q3 2025 in Review

1858 Wealth Management opened a new position in iShares 7-10 Year Treasury Bond ETF (IEF) in Q3 2025: 57,004 shares worth $5.5M. The stake represents 3.86% of the portfolio and ranks #4 among its holdings.

1,001 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

1858 Wealth Management held 57,004 shares of iShares 7-10 Year Treasury Bond ETF worth $5.5M as of Q3 2025.
iShares 7-10 Year Treasury Bond ETF was a new 1858 Wealth Management position in Q3 2025.
iShares 7-10 Year Treasury Bond ETF made up 3.86% of 1858 Wealth Management's portfolio in Q3 2025, its #4 holding.
1,001 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.